Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vanguard FTSE Social Index Fund Registered investment company in their Schedule of Assets, totaling $4.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PROLIANCE SURGEONS, INC., P.S. PROLIANCE SURGEONS, INC., P.S. 401(K) PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 1,982 | $516.8M | $2.1M |
| 2 | SANTA CLARA UNIVERSITY SANTA CLARA UNIVERSITY TAX-DEFERRED ANNUITY PLAN | SANTA CLARA CA | 1,835 | $459.6M | $1.8M |
| 3 | MASCOMA BANK |
LEBANON NH |
| 387 |
| $76.2M |
| $546K |
| 4 | WEIDNER PROPERTY MANAGEMENT LLC WEIDNER 401(K) RETIREMENT SAVINGS PLAN | KIRKLAND WA | 1,574 | $63.2M | $381K |
| 5 | EMERGY, INC. MEATI FOODS 401(K) PLAN | BOULDER CO | 182 | $7.6M | $177K |
| 6 | SOCIAL AND ENVIRONMENTAL ENTREPRENEURS SEE 403(B) RETIREMENT PLAN | CALABASAS CA | 457 | $3.7M | $2K |
